Planned Giving
Create a Legacy
When you give a planned gift for the future, you are leaving a legacy – a reflection of your values, priorities and commitment to support exceptional health care in your community. We encourage you to discuss with your tax and/or financial advisor what is best for you and your financial planning and tax situation.
Ways to Give
Please contact your local foundation office if you are interested in implementing one of the following charitable giving methods.
Bequest
A bequest to an SSM Health Foundation is a meaningful way to express what is important to you when your estate is distributed. You have the opportunity to provide to undesignated funds used to improve the overall level of care at the hospitals or to designated funds. Call your hospital Foundation for more information about your options.
Life Insurance & Other Beneficiary Designations
You can name your SSM Health Foundation as a beneficiary on your existing life insurance policy, financial accounts or retirement accounts. You may also wish to establish or purchase one for gifting to the hospital. Additional tax benefits may be available for this giving option. Please contact your local Foundation for the appropriate language and information needed to complete your beneficiary designations.
Trust
A trust can be created to benefit yourself, your family and the Foundation. A living trust offers revocability, thus allowing you to retain control.
Appreciated Assets
Marketable securities, property, and retirement funds are all assets that can be gifted to the Foundation. You can designate the whole, or a percentage of the asset as a charitable gift.
Estate Gifts
Incorporating charitable gifts into your financial and estate plans can have a tremendous benefit for both you and the Foundation, now and in the future.